2026-02-06T13:38:35-06:00 2025-06-30 TRAVIS J WILSON CPA CFP POST OFFICE BOX 22807 SANTA BARBARA CA 93121 990 2024-07-01 953080681 SANTA BARBARA COUNTY GENEALOGICAL SOCIETY SANT 8056183125 316 CASTILLO STREET SANTA BARBARA CA 93101 RHONDA MCFARLANE TREASURER 8058849909 2026-02-03 1 1 TRAVIS J WILSON P00544237 8054527830 X 2024 2025-03-06 01:10:19Z RHONDA MCFARLANE 316 CASTILLO STREET SANTA BARBARA CA 93101 357937 0 X WWW.SBGEN.ORG X 1986 CA THE SANTA BARBARA COUNTY GENEALOGICAL SOCIETY HELPS PEOPLE, WHEREVER THEY COME FROM, DISCOVER, DOCUMENT, SHARE, AND PRESERVE THEIR FAMILY HISTORIES. 18 17 0 86 0 0 164072 92382 6052 3923 26909 36737 58092 76035 255125 209077 0 0 0 0 1983 0 0 0 22084 184459 192143 186442 192143 68683 16934 2669126 2734855 15102 4601 2654024 2730254 X THE PURPOSE OF THE SANTA BARBARA COUNTY GENEALOGICAL SOCIETY (SBCGS) IS TO PROMOTE STUDY AND RESEARCH IN GENEALOGY BY PROVIDING ASSISTANCE AND EDUCATIONAL OPPORTUNITIES FOR THOSE WHO ARE INTERESTED IN PURSUING THEIR FAMILY HISTORY. 0 0 132803 5309 THE SOCIETY MAINTAINS A 20,000 VOLUME RESEARCH LIBRARY THAT IS OPEN TO THE PUBLIC AT NO CHARGE. THE SOCIETY PUBLISHES A QUARTERLY JOURNAL, AND A MONTHLY NEWSLETTER. SOCIETY MEMBERS HAVE EXTRACTED SELECTED LOCAL HISTORICAL RECORDS WITH MANY PUBLISHED ON THE SOCIETY'S WEB SITE. CLASSES, SPECIAL INTEREST GROUPS, AS WELL AS OUTREACH PROGRAMS INCLUDING TALKS AND PRESENTATIONS TO YOUNG PEOPLE ARE A PART OF SOCIETY ACTIVITIES. IN ADDITION TO THE ABOVE THE SOCIETY IS ALSO INVOLVED WITH THE FOLLOWING: OPERATION OF LIBRARY; INCLUDES INFORMATION TECHNOLOGY SUPPORT, SUPPLIES AND BOOK REPAIR, JANITORIAL AND UTILITIES COSTS, EDUCATION; INCLUDES MONTHLY MEETINGS WITH LECTURE AND DISCUSSION GROUPS AND PERIODIC SEMINARS DEVOTED TO ONE OR MORE SPECIFIC TOPICS. ACQUISITION OF LIBRARY HOLDINGS; INCLUDED BOOK AND OTHER DOCUMENT PURCHASES AND SUBSCRIPTION TO PAY DATABASES. 132803 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X BLUEISLE BOOKKEEPING 8059653314 133 E DE LA GUERRA ST 154 SANTA BARBARA CA 93101 EDWARD TAZER-MEYERS PRESIDENT 10.00 X X 0 0 0 KAREN RAMSDELL VICE PRESIDENT - OPERATIONS 10.00 X X 0 0 0 MARY HANCOCK SECRETARY 10.00 X X 0 0 0 RHONDA MCFARLANE TREASURER 10.00 X X 0 0 0 FRED MARSH PROPERTY DIRECTOR 5.00 X 0 0 0 LAURIE HANNAH LIBRARY DIRECTOR 5.00 X 0 0 0 MOLLY GLEASON TECHNOLOGY DIRECTOR 5.00 X 0 0 0 KATE LIMA MEMBERSHIP DIRECTOR 5.00 X 0 0 0 DIANE SYLVESTER COMMUNICATIONS DIRECTOR 5.00 X 0 0 0 MARY JACOB DEVELOPMENT DIRECTOR 5.00 X 0 0 0 WILLIAM NOACK DIRECTOR-AT-LARGE 5.00 X 3595 0 0 CHRISTINE KLUKKERT DIRECTOR-AT-LARGE 5.00 X 0 0 0 HEATHER MCDEVITT DIRECTOR-AT-LARGE 5.00 X 0 0 0 ROBERT MULLER DIRECTOR-AT-LARGE 5.00 X 0 0 0 JOHN WOODWARD DIRECTOR-AT-LARGE 5.00 X 0 0 0 MARIE SUE PARSONS DIRECTOR-AT-LARGE 5.00 X 0 0 0 LIZ SMITH DIRECTOR-AT-LARGE 5.00 X 0 0 0 PATTI OTTOBONI DIRECTOR-AT-LARGE 5.00 X 0 0 0 MARILYN COMPTON DIRECTOR-AT-LARGE (PARTIAL YEAR) 5.00 X 0 0 0 ELIZABETH O'NEAL DIRECTOR-AT-LARGE (PARTIAL YEAR) 5.00 X 0 0 0 3595 0 0 0 0 0 0 0 24995 3537 63850 92382 USER FEES 900099 3923 3923 3923 24784 24784 121489 42162 79327 79327 79327 113041 101088 11953 11953 11953 0 3537 4678 -4678 -4678 2318 932 1386 1386 209077 5309 0 111386 21326 21326 6676 6676 17653 2150 15503 3510 3510 14633 8089 2354 4190 40788 39726 1062 42271 42271 2258 2258 5150 3821 1329 31920 27158 4762 5958 3820 2138 192143 132803 37256 22084 92569 26787 6335 5844 2609472 911580 1719112 1697892 225561 323027 625549 681305 2669126 2734855 11052 551 4050 4050 15102 4601 X 2586442 2614508 67582 115746 2654024 2730254 2669126 2734855 16934 59296 0 X 0 0 0 X 126104 58076 57100 124415 96305 462000 126104 58076 57100 124415 96305 462000 109326 352674 91952 112492 113299 112988 104111 534842 996842 0.35380 0.35980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 695000 695000 627369 731377 584618 774128 278600 101862 176738 109718 64364 45354 167408 160736 6672 1697892 STRATEGIC ADVISERS FIDELITY CORE INCOME (FIWGX) 236631 F STRATEGIC ADVISERS FIDELITY US TOTAL STOCK (FCTDX) 293427 F FIDELITY GOVERNMENT MONEY MARKET (SPAXX) 151247 F 681305 SECURITY DEPOSITS 4050 4050 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS APPROXIMATELY 500 MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A OFFICERS AND DIRECTORS WHO ARE MEMBERS OF THE GOVERNING BOARD ARE ELECTED BY THE MEMBERS OF THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS ELECT OFFICERS AND APPROVE THE BUDGET. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS DISTRIBUTED TO THE BOARD VIA EMAIL. BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO COMMENT ON THE FORM 990 PRIOR TO FILING ALSO VIA EMAIL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD REVIEWS EACH POLICY. EACH BOARD MEMBER COMPLETES AND SUBMITS A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 ALL ORGANIZATION AND GOVERNING DOCUMENTS, RULES, POLICIES, AND FINANCIAL DOCUMENTS ARE AVAILABLE AND OPEN TO PUBLIC INSPECTION UPON REQUEST.